See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT, INC. Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $14,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,035 | $49,451+126.6% | $79,550+40.8% | $66,914+67.4% |
| Participation rate | 28.1% | 61.3%-33.2pp | 69.5%-41.4pp | 69.8%-41.7pp |
| Annual return | -20.12% | 84.25%-104.4pp | 0.16%-20.3pp | 1.58%-21.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,571 | $3,159-50.3% | $3,985-60.6% | $4,237-62.9% |
| Admin fee / account holder | $369 | $595-38.0% | $6,832-94.6% | $593-37.9% |